Senior Commercial Insurance Account Manager

4 weeks ago


Minneapolis, Minnesota, United States CBIZ Insurance Services, Inc. Full time

Job Summary

CBIZ Insurance Services, Inc. is seeking a skilled Senior Commercial Insurance Account Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our commercial insurance clients.

Key Responsibilities

  • Provide service delivery to an assigned block of commercial insurance clients
  • Resolve moderately complex customer service problems directly
  • Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts
  • Build relationships with clients and serve as the primary point of contact for overall and day-to-day service delivery
  • Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
  • Escalate client concerns when appropriate
  • Assist client services management in conducting client meetings as needed
  • Inputs data into appropriate software for vendors/carriers/clients within required timeframe
  • Participate with new client set-up, renewals, and meetings
  • Establish and preserve a solid business rapport with clients and vendors
  • Discuss with clients applicable legislation and market trends
  • Ensure that all internal controls and procedures are followed
  • Generate client interest in additional lines of coverage

Requirements

  • Bachelor's degree
  • Valid Property & Casualty License
  • Minimum 3 to 5 years customer service experience in the insurance industry
  • Maintain current required licenses and certifications relevant to field of expertise
  • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Must be able to travel based on client and business needs


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